Business Protection

Keyperson / Shareholder / Partnership Protection

Businesses may want to protect the key directors and employees within their firm – perhaps the key salesperson, or the IT manager without whom the business will not function properly. Keyperson / shareholder / partnership protection can provide a fixed sum should the individual be unable to work, or even die. The benefit will be designed to cover the firm’s expenses in meeting any emergency costs, recruiting a replacement employee and protecting the future of the business.

If a shareholder were to pass away, the firm’s remaining shareholders or directors may want protection that enables them to purchase the deceased’s shares from their estate promptly to maintain control of their business. The same scenario also applies to partners in a firm.

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Hillcrest Financial Management is the trading style of Hillcrest Insurance and Investment Services. 2 High Market Place Kirkbymoorside York YO62 6AX.

Authorised and regulated by the Financial Conduct Authority. Hillcrest Financial Management is entered on the Financial Services Register https://register.fca.org.uk under reference 133940.

The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

If you wish to register a complaint, please write to info@hillcrestfm.co.uk or telephone 01904 697938. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.